Financial Services Representative

About This Role

This fully remote opportunity provides comprehensive training, hands-on mentorship, administrative resources, and ongoing professional development to help you build a successful career in financial services. The role focuses on helping individuals and families protect their financial future, manage their finances, and plan for long-term financial goals, including retirement. This position is ideal for self-motivated individuals who enjoy working with people, building professional networks, and providing personalized financial guidance.

Responsibilities

• Complete the required training program and obtain applicable professional licenses and registrations
• Build and maintain client relationships through networking, referrals, community involvement, and professional connections
• Meet with clients to assess their financial goals, protection needs, cash flow, and retirement objectives
• Utilize financial planning and modeling tools to evaluate client needs and develop appropriate recommendations
• Educate clients about life insurance, disability income protection, and retirement planning options within the scope of applicable licenses
• Maintain accurate client information and documentation while following regulatory and compliance requirements
• Provide ongoing support to clients and help them adjust their financial strategies as their needs evolve
• Participate in continuing education, professional development, and mentorship activities

Requirements

• Strong communication, interpersonal, and active listening skills
• Ability to establish trust and develop long-term professional relationships
• Self-motivated, organized, and comfortable working independently in a remote environment
• Willingness to engage in prospecting, networking, and client relationship development
• Professionalism, integrity, and a client-focused approach
• Ability and willingness to obtain and maintain the necessary licenses and registrations
• Ability to meet applicable background screening and regulatory requirements

Nice to have:

• Previous experience in sales, education, customer service, operations, management, or other relationship-focused roles
• Bachelor's degree or equivalent relevant professional experience
• Interest in financial planning, insurance, retirement strategies, or personal finance
• Experience managing client relationships or working in a goal-oriented environment

Benefits

• Sponsored training and licensing support for required Life and Health licenses and applicable securities registrations
• Comprehensive onboarding and structured professional training